D-Tools System Integrator 2017 Now Available – Offering Business Intelligence, Visual Reporting, Web Publishing Capabilities and more

SI 2017 adds a host of valuable, new features, enabling integrators to gain greater insight into their business operations and more effectively communicate with their clients during the project estimation, system design, and project management process

CONCORD, CA, USA— APRIL 12, 2017 — D-Tools, Inc., the worldwide leader in data-driven system integration software, announced today the availability of its newest version of the award-winning System Integrator™ (SI) software platform, SI 2017.

Building on the architecture of the System Integrator platform, including a robust Cloud infrastructure, this major new release adds significant new capabilities and performance enhancements, in addition to system design and productivity improvements, that enable commercial and residential AV integrators to maximize the efficiency of their business processes.

“As a hard core business analyst, this latest release delivers the cherry on top that I wish was available back in my integrator days. SI 2017 provides our customers with a powerful BI (Business Intelligence) engine, enabling cross-project, cross-vendor, cross-product and even cross-team reporting and visualization, which serves to shine a spotlight on business highlights, trends and anomalies so integrators can make better business decisions.” says D-Tools CEO Randy Stearns. “These new business analytics capabilities, along with the ability to publish documents, like proposals, to the web for viewing, comment and e-signature, provide our customers with a powerful communication tool to more effectively interact with their clients and partners.”

Starting with the new BI features of SI 2017, take a look at the enhanced offerings within the powerful SI 2017 solution.

Enhanced Business Intelligence (BI) Features Drive Visual Reports and Dashboard Views of Key Performance Indicators to Provide Business Insights at a GlanceSI 2017 can now report vital information across multiple projects, providing executives with a powerful BI engine that delivers visual reports and dashboard views of key performance indicators. In addition to pre-configured BI reports, SI 2017 makes it easy to create custom visual reports to understand important elements of an integrator’s business. The D-Tools Business Intelligence engine enables deep analysis of business activities and trends such as profit analysis, product usage, vendor engagement, personnel performance, and even sales pipeline, activity and results.

SI 2017’s pre-configured dashboard views can be filtered by date range and viewed as a graph (bar, line, pie) or table. Pre-defined dashboards include reports such as sales by salesperson, sales pipeline by project stage, top products sold, and profit margin by system type, product category, project size, and more.

Additionally, the new Dashboard Wizard allows users to create, edit, and clone dashboards to streamline the time required to create additional views. SI 2017 enables two types of dashboards: Summary (for grouped and summarized data) and Tabular (simple data table). The power and flexibility of the new BI engine is ideal for viewing the data needed to run the business in an informed and efficient manner.

Streamline Client Communications with the New D-Tools Customer Portal
Coming in May 2017, the new Customer Portal, built on the D-Tools Cloud infrastructure, enables users to publish proposals, change orders, drawings and other client-facing documents to the web for improved client engagement. Clients will be able to log-in to a secure web portal to review documentation, make comments, and accept or reject the documents presented.

SI users will be notified when a customer reviews, comments or accepts proposals, streamlining the process and improving communications throughout the project lifecycle.

More Than 20 Additional Enhancements Increase Productivity and Profitability across All Project PhasesThe D-Tools team has also made significant upgrades to the SI product catalog, drawing functionality, CRM interface, QuickBooks integration, and more.

Product Catalog Improvements

Product Information Management

Search across projects to locate specific products for easy tracking and management of recalled or replaced equipment

Find and replace “discontinued products” quickly and easily

Labor Discount Management

Discount labor items at package creation

Change labor discounts prior to adding a package to a project

Change labor discounts after adding a package to a project

More Robust CSV Catalog Export

Export labor cost, labor price, and installed price as part of CSV export

Project Enhancements

Contact and Permission Enhancements

Organize client information more easily

Manage user group permissions so project teams can view and analyze project information more easily for streamlined collaboration

Set a primary contact for any project

Enable members of a user group to view projects where they have been assigned as a resource

Allow project managers to view resource costs

Manage Payments

Define multiple contract payment schedules in project setting

Make changes within a project, and save for future use

New Component ID Options

Add component IDs to existing products within a project

Location cloning offers options for quantity, prefixes, and starting number